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First Trust Preferred Securities and Income ETF

356 hedge funds and large institutions have $4.12B invested in First Trust Preferred Securities and Income ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 191 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 70

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

16% more capital invested

Capital invested by funds: $3.55B → $4.12B (+$574M)

7% more funds holding

Funds holding: 333356 (+23)

1.52% more ownership

Funds ownership: 57.17%58.69% (+1.5%)

Holders
356
Holders Change
+23
Holders Change %
+6.91%
% of All Funds
6.2%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.63%
New
51
Increased
191
Reduced
70
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$4.42M +$3.09M +151,460 +240%
HCM
102
Howard Capital Management
Georgia
$4.25M +$4.28M +209,872 New
APWM
103
Atlas Private Wealth Management
New York
$4.23M -$303K -14,870 -7%
KC
104
Kinloch Capital
Virginia
$4.22M +$125K +6,119 +3%
IIC
105
Ironwood Investment Counsel
Arizona
$4.22M -$187K -9,154 -4%
IWM
106
IHT Wealth Management
Illinois
$4.08M -$2.94M -144,228 -42%
BFS
107
Bard Financial Services
Connecticut
$4.07M
GCP
108
Gill Capital Partners
Colorado
$3.92M +$906K +44,407 +30%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$3.83M +$115K +5,611 +3%
LNC
110
Lincoln National Corp
Pennsylvania
$3.75M -$200K -9,824 -5%
AFM
111
Andesa Financial Management
Pennsylvania
$3.73M -$758K -37,144 -17%
NRI
112
NFP Retirement Inc
California
$3.73M +$908K +44,482 +33%
KA
113
Kovack Advisors
Florida
$3.72M +$978K +47,941 +36%
RA
114
RiverTree Advisors
Florida
$3.67M -$136K -6,648 -4%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$3.62M +$3.52M +172,716 +5,235%
AIFAIM
116
American Institute for Advanced Investment Management
Arizona
$3.6M +$556K +27,227 +18%
AI
117
Atria Investments
North Carolina
$3.56M +$2.25M +110,299 +177%
BCI
118
Brinker Capital Investments
Pennsylvania
$3.38M
MA
119
Mutual Advisors
Nebraska
$3.37M -$63.3K -3,100 -2%
FA
120
FDx Advisors
Illinois
$3.26M +$149K +7,322 +5%
US Bancorp
121
US Bancorp
Minnesota
$3.25M +$214K +10,466 +7%
FHB
122
First Hawaiian Bank
Hawaii
$3.08M +$1.16M +57,043 +62%
OIA
123
OneDigital Investment Advisors
Kansas
$3.04M +$410K +20,085 +16%
EDRIA
124
Edmonds Duncan Registered Investment Advisors
Kansas
$3M +$538K +26,343 +22%
SIA
125
Soltis Investment Advisors
Utah
$2.96M +$483K +23,691 +20%